Designations and Licenses

Ann is a Certified Public Accountant and holds the Certificate in Investment Performance Measurement designation.

Experience and Education

Ann is responsible for the oversight and management of client relationships, striving to exceed client expectations by delivering excellent service through developing investment policy guidelines, optimizing investment portfolios, selecting investment managers, presenting performance-monitoring reports and conducting trustee education on a wide range of investment topics. She also helps to ensure clients receive accurate documentation and reports on their timeline, maintaining current knowledge of each client’s manager lineup and general market issues. Ann acts as the primary point of contact in relation to all servicing issues related to the client and is required to be proactive in communication regarding portfolios, firm and Plan issues as they arise. Ann may leverage Mariner’s colleagues as required in order to meet the clients’ varying needs.

Prior to joining Mariner, Ann was a Managing Director at Cardinal Investments.

Ann holds a bachelor’s degree in accounting from Truman State University and an MBA from Webster University.

Personal Interests

Away from the office, Ann enjoys watching St. Louis Cardinals baseball and spending time at her family cabins on the Black River.